Webcast: How To Use E-Business Tax Simulator

This one-hour session is recommended for technical and functional users engaged in either the Order to Cash or Procure to Pay flows where taxes are calculated using E-Business Tax. We will start with an introduction to the Tax Simulator, review the associated benefits and provide a demonstration on using the Tax Simulator to test your tax configuration.

Topics will include:

What is the Tax Simulator?

Why use it?

How is it used?

Demonstration of using the Tax Simulator to test your tax configuration

This one-hour session is recommended for technical and functional users looking for advanced E-Business Tax (EBTax) setups relating to migration. The session will build on prior sessions in the EBTax Series. We will look at how 11i data is migrated to R12, the setups required for a new tax created after migration, tips and troubleshooting. Session 6 of 6 in the E-Business Tax Webcast Series, complete details - including recordings from previous sessions - can be found in Doc ID 740966.1.

How are different types of Fiscal Classification related to Manufacturing created in R12: E-Business Tax? This one hour webcast provides functional users with the knowledge to create Party Fiscal Classification, Product Fiscal Classification, Transaction Fiscal Classification, Tax Calculation based on Accounting Segments, and Tax Compounding Functionality from a Manufacturing perspective. This session will focus on non-US based examples.

This one-hour session is recommended for technical and functional users wanting to learn advanced E-Business Tax (EBTax) setups. We will review Product Fiscal Classification, self-assessed tax, tax compounding and exemptions from a Financials perspective. This session will focus on US based examples. Session 4 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

Join us to learn how to create a Regime to Rate Flow in R12. This session will focus on non-US based examples from a Manufacturing perspective. This one hour webcast provides functional users with the knowledge to create Regime to Rate Flow, Default Tax Rules, and User Defined Tax Rules. Session 3 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

Join us to learn how to create a Regime to Rate Flow in R12. This session will focus on US based examples from a Financials perspective. This one hour webcast provides technical and functional users with an overview of E-Business Tax (EBTax), its setup and flow. It will also be helpful to those who’ve recently upgraded or are planning to upgrade to R12. Session 2 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

What prerequisites need to be considered before creating Regime to Rate Flow in E-Business Tax? This one hour webcast provides functional users with an overview of E-Business Tax in Release 12, a brief introduction to the setup creation process, and more. Session 1 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

E-Business Tax permits configuration of taxes according to local tax laws and international requirements. Integration of E-Business Tax with General Ledger allows uniformly using tax configurations for manual journals too.

Monday Feb 10, 2014

Development have created a new form that will allow users with Unexpected Tax Errors to be able to run, via the familiar user interface, a diagnostic to determine the problem.

This new functionality, which converts data detection and data fix scripts into packaged procedures, is made available with the application of patch 18108467:R12.ZX.B

The new form contains access to the following diagnostic programs:

• Transaction Tax Data Diagnostic

• Populate Legal Establishment

• Synchronize Summarization Column Values

• Rectify Tax Distributions

• Populate Regime to Rate Details

• Populate Recovery Rate Details

• Remove Orphan Tax Lines

• Remove Orphan Transaction Lines

• Create Missing Transaction Lines

• Create Missing Tax Distributions for Purchase Orders

• Update Configuration Owner

• Upgrade Missing Transaction Tax Data

• Set Migrated Tax Lines as Overridden

• Synchronize Migrated Tax Distributions Amounts

• Synchronize Tax Repository

Users can run the diagnostic detection process for a specific date range or for a specific transaction and they can run in either in "Analyze" or "Analyze and Fix" Mode.

The output can be viewed as a concurrent request output file and will make it much easier for end users to quickly run diagnostics on their erroneous tax transactions.

Note: It is recommended that you first run "Analyze" Mode and check the Data and then run in "Analyze and Fix" mode to rectify the issue.

All R12.1 customers should use this form when facing 'Unexpected Tax Errors' and submit all the data detection diagnostics on the transaction data. The output can then be reviewed to determine recommendations and steps to resolve.

For full details please review the following My Oracle Support document:

Wednesday Jan 30, 2013

The most frequent question we get in EBS Financials support............Why won't my tax calculate? In Release 12, many factors can influence tax applicability and prevent a tax from being levied on an invoice. Frequently this is a setup issue - either an unintended consequence of a setting, or even a setting that has not been saved correctly. We thought it would be helpful to run through some of the troubleshooting steps we follow when trying to diagnose your tax calculation issues!

Tax Regime

Navigation: Tax Managers > Parties > Party Tax Profile

Tax

Navigation: Tax Managers > Parties > Party Tax Profile > Main Tab

Tax Status

Navigation: Tax Managers > Tax Configuration > Tax Statuses

Tax Rate and Jurisdiction

Dates on the transaction must fall within those on the Rate and Jurisdiction

Tax Rate must be defined as a child to the tax status derived in the prior section

Tax Rules

Users are strongly encouraged to apply the latest tax rule engine patch referenced in Document 1301356.1 to avoid known issues with rule evaluations in EBTax.

When implementing E-Business Tax you must specify a default rules before taxes can be enabled. Make certain that the default for 'Determine Tax Applicability' is set to Applicable or that you have a rule defined and enabled that makes the tax applicable for your specific transaction.

Configuration Owner Tax Options

Navigation: Tax Managers > Defaults and Controls tab

Intercompany (AGIS)

Intercompany transactions presently do not pass a ship-to address. Make sure that your tax rules for intercompany transactions are flexible enough to derive the proper tax rate without reliance on ship-to

Transaction

If your tax considers ship-from in Receivables, make certain you specify a warehouse on your transaction line

Make certain the address on your transaction and for your Legal Entity and Operating unit are valid

This document details many of the diagnostics that can be run to get transactional data from different EBS products as well as setup information from E-Business Tax

Additional Considerations

E-Business tax has the flexibility to specify complex tax rules at a wide variety of levels. Rules can consider fiscal classifications set at the party or product level, transaction classifications codes and many additional factors. Troubleshooting expert tax rules will be addressed soon in a separate note. Until the note is published we suggest that you read and review the examples in the following document:

Thursday Sep 30, 2010

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Welcome to the EBS Support Blog where Oracle insiders share news and information about EBS products including new releases, tips and tricks, troubleshooting guides, upcoming webcasts and links to EBS Communities.